Improve operational effectiveness

and customer loyalty

FINANCIAL SERVICES

OVERVIEW

The financial services industry is facing new challenges and will have to rely heavily on their information assets to reengineer business models to fulfil expectations from shareholders, directors, government agencies, business partners, and customers.

Financial services companies produce large sets of disparate information from the myriad of internal and external systems they use to operate their business. This information overload creates new challenges for executives and managers trying to analyze corporate performance, understand trends, and identify opportunities to create new revenue streams or business models.

Many financial services firms are investing in risk management, governance, and regulatory compliance, but the main industry requirements are still to get a single view of their operating units and to have a true understanding of their customers.

Our team can offer the financial software conversion necessary to keep your data records streamlined and accessible from a singular source or multiple, allowing you to maintain your information in the format and systems that are most practical for you.

WHAT WE DO

Financial services organizations are increasingly pressured to use business analytics, customer insights, and unified customer profiles for their communications, operations and sales, and marketing channels.

Financial services companies, using business intelligence and analytics solutions, are developing improved business models and practices to avoid deficiencies of the past, respond to current challenges, and prepare the company to be competitive in future business scenarios.

HOW WE HELP CLIENTS

Our team of professionals help banking, leasing, capital markets, and insurance companies in all major areas, including:

Private banking and wealth management

Retail banking

Investment banking

Transaction banking

Asset management

Leasing

Health insurance

Life and property insurance

Risk, liquidity and capital management

EXPERIENCE

Client Results

“CXO consulting services were key to understanding why our business was declining in one specific area. With the wealth of information provided by the reports they developed, we were able to define a turnaround strategy, based on accurate numbers.”